U.S. patent application number 10/657748 was filed with the patent office on 2004-06-24 for guided procedure framework.
Invention is credited to Beringer, Joerg, Haeussler, Annette, Hatscher, Michael, Lencinas, Susanne, Wagner, Sabine, Waguet, Cyrille.
Application Number | 20040119752 10/657748 |
Document ID | / |
Family ID | 32600274 |
Filed Date | 2004-06-24 |
United States Patent
Application |
20040119752 |
Kind Code |
A1 |
Beringer, Joerg ; et
al. |
June 24, 2004 |
Guided procedure framework
Abstract
Systems and techniques relating to associating a procedure with
actions and resources are described. In general, in one
implementation, the technique includes: specifying a list of one or
more actions corresponding to a specified procedure and, for each
action, one or more resources associated with the action;
indicating an action order, including indicating whether two or
more actions in the action list are to be performed in an
order-dependent manner or in an order-independent manner;
formatting the list of actions into a presentation format; and
enabling a user to access the resources associated with the
specified procedure. The actions can be grouped into one or more
phases and a navigation model may include a phase indicator to
navigate by phases of the procedure and display of actions and
deliverables associated with a phase. The techniques can include
associating deliverables, contributors and resources with an
action. A display can be provided for tracking the status of
deliverables, contributors, resources or the completion of the
procedure.
Inventors: |
Beringer, Joerg; (Frankfurt,
DE) ; Waguet, Cyrille; (Kronau, DE) ;
Hatscher, Michael; (Osnabrueck, DE) ; Wagner,
Sabine; (Weinheim, DE) ; Lencinas, Susanne;
(Berlin, DE) ; Haeussler, Annette; (Heidelberg,
DE) |
Correspondence
Address: |
FINNEGAN, HENDERSON, FARABOW, GARRETT & DUNNER
LLP
1300 I STREET, NW
WASHINGTON
DC
20005
US
|
Family ID: |
32600274 |
Appl. No.: |
10/657748 |
Filed: |
September 8, 2003 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
|
|
60436219 |
Dec 23, 2002 |
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Current U.S.
Class: |
715/779 |
Current CPC
Class: |
G06Q 10/06313 20130101;
G06Q 10/0633 20130101; G06Q 50/01 20130101 |
Class at
Publication: |
345/779 |
International
Class: |
G09G 005/00 |
Claims
What is claimed is:
1. A method comprising: specifying one or more actions
corresponding to a specified procedure and, for each specified
action, one or more resources associated with the action;
indicating an action order, including indicating whether two or
more of the specified actions are to be performed in an
order-dependent manner or in an order-independent manner;
presenting the specified actions to a user in a presentation
format; and enabling the user to perform the specified action by
providing access to the resources associated with the specified
procedure.
2. The method of claim 1, wherein the specified actions are
identified by a process pattern associated with the specified
procedure.
3. The method of claim 1, further comprising: identifying one or
more common action patterns; abstracting each reusable common
action pattern; and providing a template including the abstracted
patterns for the specified procedure based on business context.
4. The method of claim 3, further comprising enabling the user to
modify the template with ad-hoc collaboration actions based on work
practice for a particular business scenario.
5. The method of claim 3, further comprising automatically adapting
the template based on collaborative filtering or history
tracking.
6. The method of claim 1, wherein the action makes a process
pattern plug&execute by launching web-based services with
semantics and functionality.
7. The method of claim 1, further comprising introducing rules and
pre-configuring ad-hoc coordination patterns to handle exceptions
and dependencies within actions.
8. The method of claim 7 further comprising providing a hybrid
service that encapsulates transactional enterprise services and the
related exception handling.
9. The method of claim 1 wherein an action launches an enterprise
service directly or dissolves the service through a request to an
UDDI server.
10. The method of claim 1 further comprising instantiating a
sub-procedure from the specified procedure.
11. The method of claim 10 wherein the specified procedure controls
the sub-procedure including stopping, freezing and waiting for the
sub-procedure.
12. The method of claim 1 wherein the actions are grouped into
phases.
13. The method of claim 12 wherein a navigation model includes a
phase indicator to navigate by phases of the procedure and display
of actions and deliverables associated with the phase.
14. The method of claim 12 wherein the completion of a phase is a
gate in a process that requires satisfaction of conditions from a
higher level semantic before completion of the phase.
15. The method of claim 1 further comprising enabling a user to
include ad-hoc collaboration actions.
16. The method of claim 15 wherein the ad-hoc collaboration actions
comprise delegating a procedure or portion thereof, delegating an
action that has been started, requesting approval, requesting a
review or getting an opinion of another user.
17. The method of claim 1 further comprising associating
deliverables, contributors and resources with an action.
18. The method of claim 17 further comprising providing displays
for tracking the status of deliverables, contributors, resources,
metrics, accomplish view, forecast view, procedure tree view or
delta view.
19. The method of claim 18 wherein the metrics comprise frequency
of use, average temporal duration, efficiency, number of
breakdowns, iterations and quality of outcome.
20. The method of claim 18 wherein the accomplish view comprises
new deliverables, completed steps, steps started but not yet
completed or the difference between two action completion
dates.
21. The method of claim 18 wherein the delta view provides a
display comprising the differences between an accomplish from a
first time and an accomplish view from a second time.
22. The method of claim 18 further comprising displaying a
dashboard to display or link to the tracking displays.
23. The method of claim 18 further comprising providing aggregated
status information to another application or user interface
pattern.
24. The method of claim 1 wherein the list of one or more actions
comprises specifying whether an action is optional, mandatory or
protected.
25. The method of claim 1 further comprising enabling the user to
specify that the specified procedure requires collaboration among
two or more contributors.
26. The method of claim 1 further comprising enabling the user to
determine a guided procedure trigger.
27. The method of claim 1 further comprising enabling the user to
back track to previous actions.
28. The method of claim 1 further comprising automatically
invalidating the specified procedure in selected cases where the
guided procedure trigger ceases to exist.
29. The method of claim 4 wherein modification of the template is
aided by a wizard.
30. The method of claim 1 further comprising enabling the user to
link the specified procedure to a pre-existing procedure definition
such that subsequent modifications made to the pre-existing
procedure definition are automatically reflected in the specified
procedure.
31. A system comprising one or more computers configured to:
specify one or more actions corresponding to a specified procedure
and, for each specified action, one or more resources associated
with the action; indicate an action order, including indicating
whether two or more of the specified actions are to be performed in
an order-dependent manner or in an order-independent manner;
present the specified actions to a user in a presentation format;
and enable the user to perform the specified action by providing
access to the resources associated with the specified
procedure.
32. The system of claim 23, wherein the specified actions are
identified by a process pattern associated with the specified
procedure.
33. The system of claim 23, further comprising one or more
computers configured to: identify one or more common action
patterns; abstract each reusable common action pattern; and provide
a template including the abstracted patterns for the specified
procedure based on business context.
34. The system of claim 33, further comprising one or more
computers configured to enable the user to modify the template with
ad-hoc collaboration actions based on work practice for a
particular business scenario.
35. The system of claim 34, further comprising one or more
computers configured to enable the user to automatically adapt the
template based on collaborative filtering or history tracking.
36. The system of claim 31, wherein the action makes a process
pattern plug&execute by launching web-based services with
semantics and functionality.
37. The system of claim 31, further comprising one or more
computers configured to enable the user to introduce rules and
pre-configure ad-hoc coordination patterns to handle exceptions and
dependencies within actions.
38. The system of claim 31, further comprising one or more
computers configured to enable the user to instantiate a
sub-procedure from the specified procedure.
39. The system of claim 38, wherein the specified procedure
controls the sub-procedure
40. The system of claim 31 further comprising one or more computers
configured to enable a user to include ad-hoc collaboration
actions.
41. The system of claim 31 further comprising providing one or more
computers configured to provide displays for tracking the status of
deliverables, contributors, resources, metrics, accomplish view,
forecast view, procedure tree view or the completion of the
procedure.
42. An article comprising a machine-readable medium storing
instructions operable to cause one or more machines to perform
operations comprising: specifying one or more actions corresponding
to a specified procedure and, for each specified action, one or
more resources associated with the action; indicating an action
order, including indicating whether two or more of the specified
actions are to be performed in an order-dependent manner or in an
order-independent manner; presenting the specified actions to a
user in a presentation format; and enabling the user to perform the
specified action by providing access to the resources associated
with the specified procedure.
43. The article of claim 42, wherein the specified actions are
identified by a process pattern associated with the specified
procedure.
44. The article of claim 42, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising: identifying one or more common action
patterns; abstracting each reusable common action pattern; and
providing a template including the abstracted patterns for the
specified procedure based on business context.
45. The article of claim 44, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising enabling the user to modify the template with
ad-hoc collaboration actions based on work practice for a
particular business scenario.
46. The article of claim 45, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising automatically adapting the template based on
collaborative filtering or history tracking.
47. The system of claim 42, wherein the action makes a process
pattern plug&execute by launching web-based services with
semantics and functionality.
48. The article of claim 42, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising introducing rules and pre-configuring ad-hoc
coordination patterns to handle exceptions and dependencies within
actions.
49. The article of claim 42, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising instantiating a sub-procedure from the
specified procedure.
50. The system of claim 49, wherein the specified procedure
controls the sub-procedure
51. The article of claim 42, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising including ad-hoc collaboration actions.
52. The article of claim 42, further comprising storing
instructions operable to cause one or more machines to perform
operations comprising providing displays for tracking the status of
deliverables, contributors, resources, metrics, accomplish view,
forecast view, procedure tree view or the completion of the
procedure.
53. A method comprising: presenting an administrative-user with a
graphical user interface-based application to generate definitions
of procedures; receiving input from the administrative-user
defining a procedure, the received input to include a list of
actions, one or more resources associated with each action, and an
indication that two or more actions in the list are to be performed
in an order-dependent manner or in an order-independent manner;
formatting the list of actions to conform to a designated
navigation model; and associating the defined procedure with one or
more roles in a role-based portal environment.
54. The method of claim 53 wherein receiving the input defining the
procedure is to include indications that a plurality of actions are
to be performed in an order-dependent manner and that another
plurality of actions are to be performed in an order-independent
manner.
55. The method of claim 53 wherein receiving the input defining the
procedure comprises a pre-existing procedure definition.
56. The method of claim 53 wherein receiving the input defining the
procedure comprises a link to a pre-existing procedure definition
such that subsequent modifications made to the pre-existing
procedure definition are automatically reflected in the defined
procedure.
57. An enterprise management consolidation system comprising: a
cross-functional application to provide communication between at
least one of an object modeling tool, a process modeling tool and a
user interface tool, wherein the user interface tool is configured
to: specify one or more actions corresponding to a specified
procedure and, for each specified action, one or more resources
associated with the action; indicate an action order, including
indicating whether two or more of the specified actions are to be
performed in an order-dependent manner or in an order-independent
manner; present the specified actions to a user in a presentation
format; and enable the user to perform the specified action by
providing access to the resources associated with the specified
procedure.
58. The enterprise management consolidation system of claim 57
wherein the user interface tool is configured to associate
deliverables, contributors and resources with an action.
59. The enterprise management consolidation system of claim 58
wherein the user interface tool is configured to communicate with a
resource finder to locate contributors.
60. The enterprise management consolidation system of claim 57
wherein the tool is configured to communicate with a community
membership site.
61. The enterprise management consolidation system of claim 57
wherein the tool is configured to communicate with a personal guru
page.
Description
CROSS REFERENCE TO RELATED APPLICATIONS
[0001] This application claims the benefit of priority from U.S.
Provisional Application entitled "User Productivity Suite", filed
Dec. 23, 2002, Application Serial No. 60/436,219.
BACKGROUND
[0002] The following description relates to tools that enable a
user to link relevant resources to a sequence of steps of a
procedure.
[0003] Knowledge sharing is considered a relatively important tool
for a user to achieve a high level productivity. Many users of
conventional business systems may find it difficult to access
information and/or tools required to perform a task. For example,
the most relevant knowledge required by a user may be stored in
documents, or in the head of another user or employee. Moreover,
even if a user finds the information it is typically difficult to
start an effective collaboration to perform a task or project. For
example, administrative assistants may need to coordinate several
activities to prepare for a customer visit, or a manager may need
to access multiple information sources to complete a compensation
plan for one or more user, etc. These types of activities may
involve a relatively large number of tasks to complete, sometimes
in a specific sequence and/or combination. Regardless of whether
the tasks need to be completed regularly (e.g., daily, weekly) or
just occasionally, a user of a database system may need to access
several executable tools (e.g., executable applications) and
retrieve information from various sources (e.g., data stored on a
computer, or computer network). In a conventional work system, many
tools and/or processes may have only one owner. Therefore, when
multiple participants require that tool and/or process to complete
a task, it is important that participants of a team are able to
collaborate. Moreover, the tracking of completion of activities
related to a collaborative project is important to ensure that all
tasks related to the project are processed and completed in a
timely fashion.
[0004] Recent developments in enterprise management systems have
attempted to integrate multiple legacy systems, typically found in
existing heterogeneous information technology (IT) environments,
into a common enterprise management solution. Such integration
technologies frequently fail to deliver a fully integrated platform
that also provides sufficient flexibility to adjust to rapidly
changing enterprise environments.
SUMMARY
[0005] The present application describes systems and techniques
relating to associating a procedure with actions and resources.
[0006] In one aspect, the technique is facilitated by specifying a
list of one or more actions corresponding to a specified procedure
and, for each action, one or more resources associated with the
action; indicating an action order, including indicating whether
two or more actions in the action list are to be performed in an
order-dependent manner or in an order-independent manner;
formatting the list of actions into a presentation format; and
enabling a user to access the resources associated with the
specified procedure.
[0007] In an implementation, the specified actions are identified
by a process pattern associated with the specified procedure.
[0008] The technique may include identifying one or more common
action patterns; abstracting each reusable common action pattern;
and providing a template including the abstracted patterns for the
specified procedure based on business context. The techniques also
may include enabling the user to modify the template with ad-hoc
collaboration actions based on work practice for a particular
business scenario.
[0009] The technique can include associating deliverables,
contributors and resources with an action. A display can be
provided for tracking the status of deliverables, contributors,
resources or the completion of the procedure. The display may be a
dashboard to display or link to the tracking displays.
[0010] Other aspects include an article comprising a
machine-readable medium storing machine-readable instructions that,
when executed, cause a machine to perform the disclosed techniques,
and/or a system that includes one or more computers configured to
implement the disclosed techniques.
[0011] Some implementations of the systems and techniques described
herein may provide one or more of the following advantages. The
tool can provide standardized processes, enforce corporate
guidelines and policies and roll-out of best practices through the
use of business process templates. The tool can enable interaction
between co-workers through collaborative features. Provision for
ad-hoc changes can ensure procedural flexibility for unexpected
occurrences and out-of-the ordinary processes.
[0012] Details of one or more implementations are set forth in the
accompanying drawings and the description below. Other features and
advantages may be apparent from the description and drawings, and
from the claims.
BRIEF DESCRIPTION OF THE DRAWINGS
[0013] These and other aspects will now be described in detail with
reference to the following drawings.
[0014] FIG. 1 is a block diagram illustrating an example of an
integrated enterprise management system.
[0015] FIG. 2 is a block diagram illustrating components of an
example enterprise management consolidation system.
[0016] FIG. 3 is a flow diagram of illustrative guided procedure
phases, blocks and steps.
[0017] FIG. 4 is a portion of a flow diagram illustrating an
information gathering step.
[0018] FIG. 5 illustrates portions of flow diagrams illustrating
some types of guided procedure blocks.
[0019] FIG. 6 is a portion of a flow diagram using a collaborative
block.
[0020] FIG. 7 is an implementation of a user's ongoing procedures
dashboard.
[0021] FIG. 8 is an implementation of a process-driven guided
procedure tracking display.
[0022] FIG. 9 is an implementation of a procedure-owner guided
procedure tracking display.
[0023] FIG. 10 is a service model for actions.
[0024] Like reference symbols in the various drawings indicate like
elements.
DETAILED DESCRIPTION
[0025] The systems and techniques described here relate to
implementation and execution of cross-functional processes and may
include support for team and content driven processes.
[0026] The Guided procedure framework is an ad-hoc workflow
application framework for supporting collaborative work procedures.
The tool may use a process pattern approach for an entire work
procedure and/or archetypical steps or actions within the larger
workflow.
[0027] The tool may include action patterns common to one or more
procedures or workflows and specify the abstract, re-usable
lightweight process patterns as templates. These templates can be
hybrid in the sense that they may combine business context and flow
as well as ad-hoc people-to-people coordination reflecting actual
work practice around a business scenario.
[0028] The Guided Procedure Framework may be used to order tasks,
applications, tools, documents, resources and deliverables
according to the process life cycle, thus enabling participants to
track deliverables and be aware of the whole process state. The
tool can provide process control and collaboration functionalities,
such as a process design-time for end users that can be used at
run-time, a process view (run-time) providing the process
participants with a view on the whole procedure according to each
user's authorizations, and a process context support for semantics
where resources and deliverables can be defined for a whole
procedure, single procedure step or block of procedure steps. A
deliverable view may enable users to monitor the process according
to the expected results. Pre-defined templates and workflow
patterns may be available through the Guided Procedure Framework
and can be used to define as well as adapt procedure templates
(design-time) and even single instances (run-time). The Guided
Procedure Framework can distinguish between the owner of the
template and the owner of the instance of the Guided Procedure. The
owners are not necessarily the same person and each may be have
different rights to modify the template and instance.
[0029] FIG. 3 is a flow diagram 300 of an implementation of a
guided procedure tool. A guided procedure is developed by a
procedure owner. The owner is the person who actually initiates (an
instance of) a guided procedure. The owner is authorized to make
ad-hoc changes to the owned guided procedures at run-time, monitor
the use if the guided procedure, grant subscription permissions to
other users or user groups to this running procedure, determine the
contributors to phases, blocks or steps and delegate a procedure,
phase, block or step to a contributor. A contributor is a
participant involved in processing a guided procedure. A
contributor to a guided procedure can, depending on authorizations,
process several phases or steps or the entire procedure; delegate
their assigned procedure, phase, block or steps to another
contributor; create or change documents; monitor the assigned
procedure, phase, block or steps, and; grant other contributors
access rights to an assigned procedure, phase, block or steps. A
guided procedure 302 enables the owner to associate procedures with
resources to help accomplish the procedure. Providing the user with
access to resources associated with the specified procedure
involves enabling the user to perform certain operations, including
specifying a list of one or more actions that correspond to the
specified procedure, specifying resources associated with the
actions and indicating an order for the tasks, if appropriate. As
described in further detail below, may be defined through a
process, a process context and a team formed by all the
process-related people. Actions are a link between the process and
the context. An action may be a reusable process pattern that
contains semantic information as well as input (resources) and
output (deliverables) that may be needed and/or created during the
execution of a corresponding procedure step.
[0030] Referring to FIG. 10, actions may be viewed as micro-process
patterns modeled as a hybrid enterprise service and coming with a
plug&execute interface that enables the communication between
an action (service) and a context. An Action has a business logic.
For example, the action may call an application or a service. The
action may have exceptions if it doesn't work as planned (e.g.
someone refuses to work on a step he got delegated) and also may
have a user interface (UI). Actions constructed in this manner may
not necessarily be tied to a particular procedure. The action may
be modular. That is, the actions may be a reusable action pattern
abstracted from the business context that may be plugged into a
procedure having a similar business context and where the action
can feed the context or receive data from the context. Exceptions
and dependencies within actions may be handled by introducing rules
and pre-configuring common ad-hoc coordination patterns to resolve
problems related to exceptions. In an implementation, the Guided
Procedure may launch web services but provide additional semantics
and functionality necessary to make a process pattern
plug&execute. The Guided Procedure actions model resources,
actors, exceptions, inputs, outputs, and can manage stateful micro
workflows (e.g. people-to-people coordinations) that handle
exceptions.
[0031] The context may be built by all input and output parameters
of the actions that are part of the procedure. This enables calling
of an action (which is calling an application or a service)
parameterized, and use the output of the action to feed the
context. As an example, a step in inducting a new hire may be to
assign a workspace to the new employee. The output of this step may
be the workspace, which is the employee's room number and the seat.
The next step can be "order equipment for the new employee," the
step being delegated to the purchasing department. Using the
context of the procedure, the "order equipment" step may be called
parametized with the context previously determined. In the example,
the parameters are the user (new employee the equipment is for) and
the workspace (room number and seat). Thus, the purchasing
department knows who is to receive the equipment and where the
equipment is to be delivered.
[0032] Referring again to FIG. 3, the guided procedure framework is
a tool that may be described in terms of phases, blocks and steps
and how the process steps depend on each other. Phases 304 may be
used to define a sub-structure of the guided procedure 302. A phase
304 can include one or more blocks 306 and/or steps 308. A block
306a can contain steps that may be executed in parallel or in
sequence. Sequential steps, such as 308d, 308e, are to be executed
one after the other. Parallel steps, such as 308b, 308c, may be
executed in the same time rather than sequentially. For example, a
person may work on step 308b or step 308c depending on their
preferences or separate people may perform the steps. The parallel
steps 308b, 308c in the illustrated example must both be completed
before the procedure continues to the next step 308d. A block 306b
can provide a way to define alternative 310 steps 308f, 308g that
can lead to a dynamic choice that may be made at run-time. The tool
may be arranged to assist the user through context awareness by
either recommendation or automatic selection of the alternative
steps that may be executed to complete the requirements of block
306b. For example, in a recommendation, the tool may propose one
step if a manager is processing the guided procedure while an
employee may be presented with a different step to process. The
tool may hide the existence of the alternative step from one or
more of the users. In an example of an automatic selection, the
tool may determine which step is to be performed next after a user
completes a step selected at run-time.
[0033] A Phase can contain of a group of steps. Phases are
sequential so that a first phase should be completed before
implementing a next phase. The transition from the first phase to
the next may depend on the status of steps within the first phase.
For example, when all steps of a phase are completed, the procedure
allows user to proceed with the next phase. When not all steps are
completed, the transition can depend on the type of step not
completed. If the uncompleted step is optional then the possible
phase transitions are to (1) do the uncompleted step now, (2) do
the uncompleted step later, (3) do the uncompleted step in the next
phase, (4) do not do the uncompleted step, or (5) replace the
uncompleted step with a different step. If the uncompleted step is
mandatory but the output is not needed later then the possible
phase transitions are to (1) do the uncompleted step now, (2) do
the uncompleted step later, (3) do the uncompleted step in the next
phase, or (4) replace the uncompleted step with a different step.
If the uncompleted step is mandatory and the output is needed later
then the possible phase transitions are to (1) do the uncompleted
step now, (2) do the uncompleted step before the step where the
output is need in the next phase, or (3) replace the uncompleted
step with a different step that produces the same output.
[0034] A phase transition may represent a human decision point if
it is a stage or gate within a formal process. This may be direct
support of the workflow by a higher level semantic. The transition
from phase to phase may imply a decision making process including,
for example, decision meetings, formal documents submitted to a
steering committee and presentation to a board. If the phase
represents a decision point, a phase template may be created that
mirrors best practices around (collaborative) decision-making.
[0035] Steps are the lowest structure in a guided procedure. A
processor may be defined for each step at design-time. The
processor is responsible for the completion of the step and, by
default, may be the procedure owner. The steps can be either
mandatory or optional, rule-based or protected. A mandatory or
optional step requires no further explanation. A rule-based step is
one where required processing of the step depends on a
circumstance. In the case of alternative steps such as 308f, 308g,
the user can be provided with a step selection at run-time. The
selection of the appropriate step can occur either manually or
automatically with the help of a rule assistant for ad-hoc
decisions. A rule based decision support can assist the user by
recommending steps according to values of context variables. For
example, a rule may be that that two of three steps must be
provided at which time the procedure continues automatically. Thus,
the processing of each of the three steps depends upon a rule. An
example of a rule-based decision for two steps such as 308f, 308g,
respectively, may be "if amount is less then $1000 then request
approval of Manager" and if amount is greater or equal to $1000
then request approval of Vice-President." A protected step is one
that may not be changed in design-time. A protected step may be one
that reflects a policy set by a central department that is
deploying the procedure. For example, an accounting department
policy may require that only an accounting department manager may
authorize expenditures over $1000. A process step requiring
approval of an accounting department manager may be protected so
that the step may not be changed to any manager's approval.
[0036] An action may be assigned for each step. Information
concerning a running procedure that a processor can see depends on
rights granted to the processor. That is, certain steps may be
hidden from a processor or other user.
[0037] An action is that which is to be done in a procedure step.
The action models a process step by linking the process to the
process context. The action can be reused within other, different,
guided procedures. The action may defined by (1)
application/service launch information, (2) a context-aware list of
needed resources and input parameters, (3) a context-aware list of
deliverables (output), (3) a list of contributors, and (4) and
primary objects. Logical actions can bind enterprise services
dynamically during run-time using Universal Description, Discovery,
and Integration (UDDI) type mapping mechanisms. An action may
launch an enterprise service directly or dissolve the actual
service through a request to a UDDI-type server.
[0038] Application/Service Launch Information: Launch Information
may be a URL to the embedded application or service that has to be
started for executing an action. The URL can be parameterized and
is calculated at run-time with the help of a system landscape
service, where the systems, applications and services are
registered, and of the guided procedures context service for
filling the parameters. The service selection may have step-states
that include: step not yet active, step active but not yet
executed, step already executed but still repeatable (no steps
dependent on the outcome of this step have yet been executed), step
already executed but not repeatable (other dependent steps have
already been executed. e.g., an approval on this step has been
executed).
[0039] Resources and Input Parameters: Resources and Input
Parameters are any business object (e.g., cost center, customer,
sales order) or parameter needed for the execution of the action.
These parameters or objects may be accessed by the embedded
application through parameter passing in the URL or through the
guided procedures context service (data sharing and eventing).
Objects include object-like data structures such as, for example,
XML schema. An interface between the guided procedure context and
action can support the exchange of business objects that are
related to an action. The data structure of the object may allow
access to object-like data, which may be referred to as structured
parameters. The resources and parameters may be set at procedure
design-time, procedure instantiation time or dynamically at
run-time.
[0040] A procedure can instantiate sub-procedures. In this case,
the procedure can have control over the sub-procedures to, for
example, start, stop, freeze and wait for the instantiated
sub-processes. For example, a procedure may instantiate a
sub-procedure to hire a new employee and start the sub-procedure.
The procedure may need to stop the sub-procedure if the new hire
does not sign a required employment document. In another example,
the procedure may freeze the sub-procedure so that none of the
procedures can be executed. This may be required when, for example,
to await an unrelated decision such as where to build a new
facility. The sub-procedure may be re-started after the freeze. A
procedure tree view may be used to show the hierarchy, dependencies
or status of procedures and sub-procedures. Cooperative process
control between sub-processes of guided procedures may be used to
maintain automatically instances of business processes.
[0041] Guided procedures can integrate a Resource Finder Tool for
searching and getting resources to fill the resource parameters. A
Resource Finder Tool may be a service implementing an application
program interface (API) and that can be integrated within guided
procedures for searching and getting access to resources including
instances or collections of instances, collaborators, experts and
documents for example. The Resource Finder Tool may use a resource
template to receive parameters from sources including the users
profile, where typical data is held (e.g., my boss, my team
assistant, the rooms I am responsible for, my favorite hotel). All
resources defined for the action are available in the procedure
context. The resource values can be automatically set by the system
at run-time or referenced later in the process. If some resource
values are not known at run-time when the action has to be
executed, a selection screen with context information (resources
with missing values) can be shown before any service/application is
called.
[0042] Resource Templates: An action resource can be specified
through a resource template. The Resource Finder Tool can take this
template into account to restrict the search according to the
constraints described in the template (selection criteria).
Resource templates describe specific resources (single or
collection) needed in actions, e.g. <pick meeting room>,
<book table for lunch>, <schedule conference call>,
<find keynote speaker>. Preferred resources can be stored as
frequently used or personalized resources, for example, my project
team, our meeting room, my trusted architects. Resources also may
be predefined in the user context, for example, my boss, my office
admin, my approver and my group. A Resource Template can be defined
in the following way: the Resource Class determines the type of
resource (for example, people, room, sales order, customer, hotel);
the Resource Attributes define constraints when searching for
resources.
[0043] Deliverables and Output Parameters: Deliverables and output
parameters are the result of an action and can include structured
data (e.g., an XML schema). They are available in the Procedure
Context and can be tracked during their life cycle. That is, a user
may monitor the deliverables in a guided procedure and be notified
by any event such as a deliverable change, availability or approval
of a step. The process of getting the deliverable also may be
monitored. For example, a user may monitor messaging leading to the
deliverable and interactions between contributors. A lock may be
enabled to prevent changes to some deliverables such as a document
sent to the manager for approval wherein in may be necessary to
lock the document to prevent changes while waiting for the
approval. A document that has been approved also may be locked. A
locked document may be unlocked by certain users to enable, for
example, corrections.
[0044] Contributor List: The contributor list is a list of people
that participate in the completion of a procedure step. The list
may be available in the procedure context and used by the action to
correspondingly assign tasks. A contributor can be assigned in the
design-time (a certain person is known to be responsible for
completion of the step) or dynamically determined while the
procedure is running.
[0045] A contributor may contribute to a procedure, phase, block or
step. A step may have subtasks done by more than one contributor in
parallel. The subtasks may be mandatory or optional. A user may
stop the optional subtasks and proceed in with the procedure. FIG.
4 illustrates a portion of a flow diagram 400 having an
information-gathering step 402 such as "gather information for the
next staff outing." In a subtask 406, the user may send a request
for input from his colleagues 404. After receiving enough input
from the colleagues, the user may decide to stop the subtasks 406
and carry on with the next process step 408.
[0046] Primary Objects: Primary objects are objects or parameters
with known semantics of primary importance that can be used by
guided procedures to display some significant information. A
procedure can have a primary object. For example, a new hire
procedure may have the hired employee as primary object. In this
example, those contributors or persons involved in the procedure
know to whom to deliver deliverables such as a personal computer or
telephone, or that needs clearances and permissions. A phase, block
and step may have a primary object. A primary object also may be
passed as a default input parameter to an action or as part of a
condition to a rule-based step, block or phase.
[0047] FIG. 5 illustrates examples of types of blocks. The types of
blocks may be combined to form a block having one or types of
sub-blocks. A sequential block 502 in has steps that are performed
in sequence, for example, steps 510, 512; a parallel block 504 has
steps that may be performed in parallel, for example, steps 514,
516, and; an alternative block 506 has steps that may be performed
in the alternative as described above such as step 518, 520. A
collaborative block 520 includes steps such as 522, 524
characterized by (1) having more than one person involved in
executing the steps, (2) the steps may be executed by two different
people, (3) the output of the first step may be the input for the
second step, and (4) a second step can be a decision such as
whether to proceed or ask for repeating a first step. An iterative
block 526 includes steps that may be executed more than once. An
entire block or one or more steps with the block may be repeated a
predetermined number of times an iterative parallel block that is
iterated two times is illustrated by blocks 528, 530. Blocks 528,
530 include step pairs 532, 534 and 536, 538, respectively. As an
example, suppose the task of setting up a conference includes the
two parallel blocks of booking a room and arranging for a speech
for more than one meeting. The blocks are parallel because the
booking a room may be done in parallel with the arranging for the
speeches. That is, the blocks are independent of one another. Data
coming from an earlier step (for example, selecting speakers,
determining topics for speeches and expected number of listeners)
can be used in the parallel recurring (iterative) blocks as input
for the next iterative block.
[0048] Branching is another form of an alternative step. A decision
may be made at run-time. The workflow dynamically changes,
depending on the user's decision. Alternative actions may offer
alternative actions for one step. For example, selecting a
conference call or an alternative WebEx conference. This doesn't
affect the remainder part of the guided procedure. A branch may
redirect the procedure to another path or update a whole section of
the guided procedure template.
[0049] Process Templates are pre-defined micro-workflows that use
the block patterns described above and may pre-fill the blocks with
steps. When based on the collaborative patterns, the template may
provide the basis for allowing individuals to deal directly with
the consequences of their work for completion and satisfaction.
Process templates are available in the design-time, but they can be
adjusted or completed at design-time as well as at run-time. FIG. 6
illustrates an implementation of a "Request for Input" procedure
600 that uses the collaborative block pattern showing the context
of a step. The output of the step "Request Input" 602 serves as the
input for the step "Evaluate Input" 604. Person X owns the
procedure 600. Person Y is the processor of a step 602 that
requests a text input from person Y. The result of step 602 is
provided as input to step 604. Person X is the processor of the
step 604 that evaluates the input text of step 602. The output of
step 604 is a acceptance of the input or a notification to Person Y
to re-process step 602. Upon acceptance of the input, the process
continues to the next step (not shown).
[0050] A guided procedure, a phase, a block or any single step may
be delegated to another contributor. In an implementation, a
delegator may ask a contributor to complete an action that has been
partially completed. The delegator may still see the procedure in
their Ongoing Procedures Dashboard, described below, to monitor the
progress of the delegated portion. The contributor receives the
delegated portion in their Inbox. In an implementation, the
contributor sees only the delegated portion and steps included in
the delegated portion. The delegator may provide additional
visibility into the procedure to the contributor. Ownership of a
procedure may be unchanged by any delegations. The contributor may
accept or decline the delegation. Upon acceptance, the contributor
also may require needed authorizations access to resources and
applications. Associated with the delegation may be a pre-defined
action that includes a pre-filled in request for the required
authorizations and access rights. In an implementation, the
delegator may include permissions for the contributor to delegate
some or the entire delegated portion to a third contributor. In
certain contexts a contributor may represent a group of users. For
example, a step that may be delegated to the Human Resources
department and processed by anyone in that department.
[0051] Due dates and/or an expected duration may be associated with
a procedure, phase, block or step. Based upon the due dates and
duration, the owner and involved contributors may receive reminders
concerning incomplete steps. Initially, the owner of the procedure
may define an estimated time to complete a task. In one
implementation, the system may refine the estimates by averaging
the time to complete similar tasks. The owner may override the
system estimates. In an implementation, the contributor or
supplying party may negotiate or update the expected time to
complete or due date.
[0052] The guided procedure framework can include (1) a
design-time, to create templates, (2) an instantiation page, to set
up an instance of a guided procedure, and (3) a run-time, to start
and run the guided procedure. The run-time can include an ongoing
procedure dashboard to monitor the progress of the guided
procedure, a procedure inbox where delegations and requests are
received, the framework for running an instantiated guided
procedure and the information on the running of the guided
procedure itself. A guided procedure may be triggered by an event
such as an email, action item, meeting minutes, assigned task or an
event (e.g., hiring a new employee). Functionality may be included
that allows a user to determine what triggered the procedure or why
and how was it was instantiated. This may include a back tracking
functionality to previous work, or also may link to the original
action item that triggered the procedure. The Guided Procedure
Framework also may be linked to automatically invalidate procedures
if the trigger does not exist any more (e.g., the new hire decides
not to affiliate with the company).
[0053] In an implementation, the guided procedures design-time is a
web-based tool for configuring guided procedures by editing
predefined templates delivered with the guided procedures tool or
by creating new templates. The templates define the process and the
context of the corresponding guided procedure together with the
dependencies to guided procedures actions. New actions also can be
created. Process descriptions may also be imported in formats such
as Process Interchange Format (PIC) files or VISIO.
[0054] Procedures can be assigned to people, roles, business
objects, work items or worksets that may select and initialize an
instance of the guided procedure framework.
[0055] At design-time procedure templates as well as all other
objects belonging to the template may be created, copied, edited
and deleted. In an implementation, it is possible to assign a name
and a short description to each object and procedure and to define
which events trigger a procedure based on an event model or a rule
engine.
[0056] Procedures may be embedded within a master procedure. A
imported procedure can appear as a nested level within a master
procedure. A procedure either can be imported into the master
procedure or there may be a link to it in the master procedure. In
the case of importing a procedure, the guided procedure framework
may be arranged so that once a procedure is imported, changes in
the original procedure do not affect the imported procedure. A
linked procedure can be integrated as a single action, which is a
link to the referred procedure. The status of the linked procedure
may be displayed in the content area of the master procedure before
launching to the linked procedure. In the case of a link to a
procedure, the guided procedure framework may be arranged so that
changes in the procedure are reflected in the imported procedure.
The creator of the master procedure may be notified that changes
have been made in the linked procedure that may affect the master.
The creator of the master procedure may then decide whether he
wants to keep the old version of the embedded procedure, or adapt
his own to the changed procedure.
[0057] When the definition of a procedure is finished, the
procedure template together with the context definition may be
saved. Saved procedure templates may be imported and exported into
other systems from the client side, for example, from a development
system into a consolidation system and then into a productive
system.
[0058] Each procedure has a start page, which may be referred to as
an initialization page. The initialization page may be
user-directed or aided by a wizard. The initialization page may
enable users to define which optional steps will not be available
during run-time, to set the procedures context parameters or to
change template values (for example, <my team> to <HR
development learn> or <my secretary> to <facility
team>). The user can define the resources and deliverables,
either global (for the procedure) or local (for the steps). A
wizard also may be provided to change the template. The template
wizard may include, for example, a check list for required entries,
a simple procedure without dependencies or an advanced procedure.
The selections may lead to specialized wizards at design time.
[0059] Because the ad-hoc procedure adaptation has been done, it
may be possible to start the procedure from the instantiation page
or start it later from the Ongoing Procedures Dashboard, described
below.
[0060] An API for the start of parameterized guided procedures may
also be available. The procedure input parameters may be the global
procedure parameters, resources and deliverables defined in the
procedure context.
[0061] The owner or an overseer of the guided procedure can monitor
the aspects of guided procedure. Monitoring the activity on a
procedure may be presented as a view of the entire procedure or a
selected phase. The persons responsible for different phases or
steps can see the phases or steps for which they are responsible. A
view of the entire procedure may provide a central user interface
to execute the different steps and to monitor the status of the
steps and contributors.
[0062] FIG. 7 is an illustration of an implementation of a user's
Ongoing Procedures Dashboard 700. Guided procedures may have the
capability or interface to expose integrated status information to
other applications such as the Control Center, which is a listing
of ongoing procedures in a dashboard. The status information may
include key performance indicators (KPI) and status information
specific to the procedures including number of contributors,
progress indicator, status pending/your action/in-work, due date,
owner, and so on. An Ongoing Procedures Dashboard may display all
guided procedures 702 started or monitored by a user. Procedures
that are pending may be marked with a pending-flag 704 to alert the
user to procedures that may require attention. An inbox (not
shown), described below as "My Procedures Inbox," may be provided
to show the list of all steps that the user has to execute but that
are not part of guided procedures started by the user himself and
all steps that have to be executed by him but where he has to wait
for some Input from other users, such as for approval or
contribution. The Dashboard also may show the progress completion
rate 706, the overall duration time of the running procedure (not
shown), the due date 708, the number of contributors 710 and the
status 712 of the procedure. The status 712 may include categories
such as "ongoing" for a delegated block or step; "pending" if a
contributor has not completed a task on time and the next step
depends on the contribution, and; "Todo" when the owner of a
procedure has to work on the next step. Other status categories may
be used. In response to selecting by clicking, for example, on a
procedure, the dashboard may show the current phase/block/step the
processor has to work on. A user having the appropriate permissions
may navigate back and forth as desired.
[0063] A user's "MyProcedures Inbox" may display the steps, blocks,
phases or guided procedures assigned to the user. The inbox may
display information related to the assigned items including the
name of the procedure, the name of the delegator, the owner of the
procedure, a description of what action needs to be done and the
due date. The user can decide whether to accept to contribute or to
decline the delegation. The delegator is sent a notification when a
user declines. The delegator may attempt to delegate the item to
another user or to do the required work himself. In an
implementation, a user may establish rules for received procedures
such as "always decline" or "decline on holidays." Upon acceptance,
the user may start the work from the inbox. Depending on the
permissions granted to the user, the user may be able to monitor
the progress of at least some of the running procedure. For
example, the user may be granted permission to see only the work
the user is required to do, the deliverables or the entire
procedure.
[0064] Actions are a combination of applications/services,
resources, contributors and deliverables. Actions may be associated
with pre-designed pages or tools and may have an integrated
mechanism for status and artifact tracking. Actions define what
kind of service will be called, for example, a portal iView, a Web
Dynpro application or a Web-service. In the case of a web-service,
the step can be executed automatically and has no user-interface
attached. Some or all information defined in the action can be
displayed combined with the application's user-interface.
[0065] FIG. 8 illustrates an implementation of a process-driven
view display 800 to monitor the status of a guided procedure. In
the process-driven view a user may monitor, depending on
permissions, the status of phases, blocks, steps. The
process-driven view may include the guided procedure title 802 and
an overall status of the phases 804 of the guided procedure. The
display may include the phase that is being completed 806 and a
list of actions 808 needed to complete the goal. Indicia 812 may be
provided to indicate a completed step. Status of an active step 810
may be displayed with a corresponding application or service
required to complete the step. The corresponding applications or
services that are launched during processing also may be displayed.
In the illustrated example, the step 810 requires a notification be
sent to team members. The procedure automatically provides an email
application that displays a selectable listing 814 of team members
and a message area 816. The process-view also may display the due
date 818 of the active step. The user also may delegate 820 the
processing of the step to another user.
[0066] A result-driven view of a procedure also may be used to
monitor the status of a guided procedure. In the result-driven
view, the monitoring of a guided procedure may be accomplished by
tracking the availability of deliverables that must be created to
achieve a goal. For example, a manager may be interested in
monitoring whether a deliverable is available and may not be
interested in the way that an employee completes a step that
results in the deliverable.
[0067] FIG. 9 illustrates an implementation of a procedure-owner
tracking display 900. The display may include the phases 902, 903,
904 of a procedure. A descriptive title 908 of the respective phase
may be included. An active phase 902 may be selected to display the
sub-tasks 904 of the phase. In an implementation, indicia 906a,
906b are used to highlight the active steps of the procedure. The
indicia 906a, 906b may be different so as to inform whether the
step is being worked on by the procedure owner or a contributor.
The steps 904 may include information associated with the step
including a title 910, a processor 912 and a due date 914 of the
step. The owner of a guided procedure may be enabled to track the
status of his guided procedures by (1) monitoring the pending
decisions and requests, (2) tracking the contributors, (3) tracking
the deliverables, (4) seeing the overall completion rate, (5)
getting notifications for different events such as AnyChanges,
NewArtifact, Next Phase, NewContributor, and/or (6) directly
contacting persons. The owner of a guided procedure may add an
overseer with permission to monitor at least some of the procedure
dashboard information.
[0068] FIG. 1 is a block diagram illustrating an example integrated
enterprise management system. Multiple clients 100 can access data
over a network 110 through a portal 120. The network 110 can be any
communication network linking machines capable of communicating
using one or more networking protocols, e.g., a local area network
(LAN), a wide area network (WAN), an enterprise network, a virtual
private network (VPN), and/or the Internet. The clients 100 can be
any machines or processes capable of communicating over the network
110. The clients 100 can be Web Browsers and optionally can be
communicatively coupled with the network 110 through a proxy server
(not shown).
[0069] A portal 120 provides a common interface to program
management services. The portal 120 receives requests from the
clients 100 and generates information views 125 (e.g., Web pages)
in response. The portal 120 can implement a user roles-based system
to personalize the common interface and the information views 125
for a user of a client 100. A user can have one or more associated
roles that allow personalized tailoring of a presented interface
through the generated information views 125.
[0070] The portal 120 communicates with an enterprise management
system 130 that consolidates multiple application services. The
portal 120 receives data 135 from the enterprise management system
130 for use in fulfilling the requests from the clients 100. The
enterprise management system 130 can provide integrated application
services to manage business objects and processes in a business
enterprise. The business objects and processes can be resources
(e.g., human resources), development projects, business programs,
inventories, clients, accounts, business products, and/or business
services.
[0071] The enterprise management system 130 communicates with
enterprise base systems 140 to obtain multiple types of data 145.
The enterprise base systems 140 can include various existing
application services, such as human resource management systems,
customer relationship management systems, financial management
systems, project management systems, knowledge management systems,
business warehouse systems, time management systems, and electronic
file and/or mail systems. The enterprise base systems 140 also can
include an integration tool, such as the exchange Infrastructure
provided by SAP, that provides another level of integration among
base systems. The enterprise management system 130 can consolidate
and integrate the data and functionality of such systems into a
single enterprise management tool.
[0072] This enterprise management tool can include systems and
techniques to facilitate creation of new applications within the
enterprise management system 130. These new applications, referred
to as cross-functional or composite applications, can readily draw
on the resources of the enterprise base systems 140 to cross over
traditional enterprise application boundaries and handle new
business scenarios in a flexible and dynamic manner, allowing rapid
and continuous innovation in business process management. A virtual
business cycle can be created using such cross-functional
applications, where executive-level business strategy can feed
management-level operational planning, which can feed
employee-level execution, which can feed management-level
evaluation, which can feed executive-level enterprise strategy. The
information generated at each of these stages in the enterprise
management cycle can be readily consolidated and presented by the
enterprise management system 130 using customized cross-functional
applications. The stages can provide and consume determined
services that can be integrated across multiple disparate
platforms.
[0073] The portal 120, enterprise management system 130 and
enterprise base systems 140 can reside in one or more programmable
machines, which can communicate over a network or one or more
communication busses. For example, the base systems 140 can reside
in multiple servers connected to an enterprise network, and the
portal 120 and the enterprise management system 130 can reside in a
server connected to a public network. Thus, the system can include
customized, web-based, cross-functional applications, and a user of
the system can access and manage enterprise programs and resources
using these customized web-based, cross-functional applications
from anywhere that access to a public network is available.
[0074] FIG. 2 is a block diagram illustrating components of an
example enterprise management consolidation system 200. The system
200 can include a persistence layer 210 and one or more base system
connectors 220. The base system connectors 220 enable data exchange
and integration with base systems. The base system connectors 220
can include a BC (Enterprise Connector) interface, an ICM/ICF
(Internet Communication Manager/Internet Communication Framework)
interface, an Encapsulated PostScripts.RTM. (EPS) interface, or
other interfaces that provide Remote Function Call (RFC)
capability.
[0075] The persistence layer 210 provides the enterprise management
consolidation system 200 with its own database 212 and data object
model 214. The database 212 and the object model 212 provide a
consolidated knowledge base to support multiple enterprise
management functions, including functions created as
cross-applications 270. Active communication between the
persistence layer 210 and the base systems can provide a tight
linkage between real-time operational data from multiple base
systems and an integrated enterprise analysis tool to allow
strategic enterprise management and planning.
[0076] The data object model 214 can represent a subset of data
objects managed by the base systems. Not all of the data aspects
tracked in the base systems need to be recorded in the data object
model 214. The data object model 214 may have defined relationships
with data objects stored in the base systems, for example, certain
objects in the data object model 214 may have read-only or
read-write relationships with corresponding data objects in the
base systems. These types of defined relationships can be enforced
through the communication system built between the persistence
layer 210 and the base systems. Thus, the persistence layer 210 can
be used to effectively decouple application development from the
underlying base systems.
[0077] The cross-functional applications 270, which take advantage
of this decoupling from backend systems to drive business processes
across different platforms, technologies, and organizations, can be
created using a set of tools or frameworks that enable efficient
development of cross-functional applications 270. The Guided
Procedure Framework can be one component that can enable
cross-functional applications that take advantage of the decoupling
of the backend systems. The Guided Procedure Framework can support
semi-structured processes, aggregate and contextualize information,
handle event-driven and knowledge-based scenarios, and support a
high degree of collaboration in teams, including driving
collaboration and transactions. The set of tools enable efficient
development of the cross-functional applications 270 by providing
application patterns that support model-driven composition of
applications in a service-oriented architecture.
[0078] An object modeling tool 240 enables creation of new business
objects in the persistency layer 210 by providing a mechanism to
extend the data object model 214 dynamically according to the needs
of an enterprise. In the object model, Guided Procedure templates
can be associated with an object class. A process modeling tool 250
enables creation of new business workflow and ad hoc collaborative
workflow. A user interface (UI) tool 260 provides UI patterns that
can be used to link new objects and workflow together and generate
standardized views into results generated by the cross-functional
applications 270. The object modeling tool 240, the process
modeling tool 250 and the UI tool 260 thus can be used to build the
components of cross-applications 270 to implement new enterprise
management functions without requiring detailed coding
activity.
[0079] The process modeling tool 250 can include guided procedure
templates with pre-configured work procedures that reflect best
practices of achieving a work objective that is part of a larger
cross-functional application scenario. Such a work procedure can
include contributions from several people, creation of multiple
deliverables, and milestones/phases. A deliverable can be an
artifact, expected result or output returned by an action.
Moreover, whenever an instantiated business object or work
procedure has lifetime and status, the progress and status of the
object or work procedure can be made trackable by the process owner
or by involved contributors using a dashboard that displays highly
aggregated data. The dashboard and a myOngoingWork place can be two
UI patterns that are provided by the UI tool 260.
[0080] Whenever there is a concept of myObjects, myRecentObjects,
myRelatedObjects or myPreferredObjects, then an Object Picker UI
pattern, provided by the UI tool 260, can be included that let
users pick their favorite object directly. In the Guided Procedures
Framework, MyTemplates can be a set of personalized or preferred
templates which may searched and selected when instantiating a
guided procedure. The templates may be created according to a
user's workflow without specialized software skills. The templates
may be arranged for single work steps or entire business processes.
The templates may be self-adapting based on collaborative filtering
(i.e., what users are usually doing) and history tracking (i.e.,
what a particular user usually does). Whenever people are to be
searched for, either for choosing one individual person or for
generating a collection of people meeting some criterion, the
resource finder concept should be applied. A key aspect of
searching for a person can be described as an attribute within the
user's activity, qualification, interest, and collaboration
profile. For a given cross-application scenario, people collections
can be stored as personal or shared collections using the Resource
finder to make them available for further operations later on. The
Guided Procedures Framework can use the Resource finder pattern at
both design-time and run-time to determine and select available
persons for collaborative services including discussion forums and
voting. The Resource finder may be used for delegating and
requesting work contribution from co-workers for single work steps
or entire business processes.
[0081] Whenever there is a strategic view on a cross-functional
application scenario, analytics of the overall portfolio can be
made available in the form of a collection of UI components. A view
selector can be used to display/hide components, and a component
can be toggled between graphical and numerical display and can
include a drop-down list or menu to select sub-categories or
different views. A strategic view of a guided procedure template
may include metrics, for example, frequency of use, average
temporal duration, efficiency number of breakdowns, or iterations
and quality of outcome. An accomplish view of a guided procedure
may show the difference between two dates. The accomplish view may
show the accomplishments of the guided procedure including, for
example, completed steps, steps that are started but not completed
and deliverables. A forecast view of a guided procedure may be used
to show the steps that have to be completed. The forecast view may
be used for personal forecasting of actions and resources. The
forecast view can use the average duration of steps to predict
completion dates and aid in the allocation of resources and
alignment of personal plans. A procedure tree view may used to
display the hierarchy of procedures and sub-procedures. A delta
view may be provided to display the difference between the current
accomplish view and an accomplish view from a previous time.
[0082] Cross-functional application scenarios can provide related
information to the user when possible, and some parts within a
larger guided procedure scenario can define what kind of related
information is to be offered. Heuristics can be used to identify
such relatedness, such as follows: (1) information that is related
to the user due to explicit collaborative relationships such as
team/project membership or community membership; (2) information
that is similar to a given business object in a semantic space
based on text retrieval and extraction techniques; (3) recent or
current objects/procedures of a user; (4) other people doing the
same or similar activity (using same object or procedure template,
having same workset); (5) instances of the same object class; (6)
next abstract or next detailed class; (7) explicit relationships on
the organizational or project structure; (8) proximity on the time
scale; (9) information about the underlying business context; (10)
information about the people involved in a collaborative process;
and/or (11) guided procedure context awareness.
[0083] Cross-functional applications also can include generic
functionality in the form of ControlCenter Pages that represent
generic personal resources for each user. The Guided Procedures
Framework can refer to the following pages where appropriate: (1)
MyOngoingWork page: provides access to a dashboard that lets users
track instantiations of ongoing guided procedures. Ongoing work may
refer to the state of business objects as well as guided
procedures. (2) MyDay page: lists today's time based events that
are assigned or related to the user. MyDay page can include
time-based events originating from Guided Procedures including due
dates, deadlines for phases and deliverables. (3) MyMessageCenter
page: Displays all pushed messages and work triggers This page may
include received collaborative messaging such as requests,
notifications and task assignments. (4) MyInfo: Provides access to
all personal info collections (documents, business objects,
contacts) including those located in shared folders of teams and
communities of which the user is a member. Also provides targeted
search in collaborative information spaces such as team rooms,
department home pages, project resource pages, community sites,
and/or personal guru pages.
[0084] As used herein, the terms "electronic document" and
"document" mean a set of electronic data, including both electronic
data stored in a file and electronic data received over a network.
An electronic document does not necessarily correspond to a file. A
document may be stored in a portion of a file that holds other
documents, in a single file dedicated to the document in question,
or in a set of coordinated files.
[0085] Various implementations of the systems and techniques
described here can be realized in digital electronic circuitry,
integrated circuitry, specially designed ASICs (application
specific integrated circuits), computer hardware, firmware,
software, and/or combinations thereof. These various
implementations can include one or more computer programs that are
executable and/or interpretable on a programmable system including
at least one programmable processor, which may be special or
general purpose, coupled to receive data and instructions from, and
to transmit data and instructions to, a storage system, at least
one input device, and at least one output device.
[0086] These computer programs (also known as programs, software,
software applications or code) may include machine instructions for
a programmable processor, and can be implemented in a high-level
procedural and/or object-oriented programming language, and/or in
assembly/machine language. As used herein, the term
"machine-readable medium" refers to any computer program product,
apparatus and/or device (e.g., magnetic discs, optical disks,
memory, Programmable Logic Devices (PLDs)) used to provide machine
instructions and/or data to a programmable processor, including a
machine-readable medium that receives machine instructions as a
machine-readable signal. The term "machine-readable signal" refers
to any signal used to provide machine instructions and/or data to a
programmable processor.
[0087] To provide for interaction with a user, the systems and
techniques described here can be implemented on a computer having a
display device (e.g., a CRT (cathode ray tube) or LCD (liquid
crystal display) monitor) for displaying information to the user
and a keyboard and a pointing device (e.g., a mouse or a trackball)
by which the user can provide input to the computer. Other kinds of
devices can be used to provide for interaction with a user as well;
for example, feedback provided to the user can be any form of
sensory feedback (e.g., visual feedback, auditory feedback, or
tactile feedback); and input from the user can be received in any
form, including acoustic, speech, or tactile input.
[0088] The systems and techniques described here can be implemented
in a computing system that includes a back-end component (e.g., as
a data server), or that includes a middleware component (e.g., an
application server), or that includes a front-end component (e.g.,
a client computer having a graphical user interface or a Web
browser through which a user can interact with an implementation of
the systems and techniques described here), or any combination of
such back-end, middleware, or front-end components. The components
of the system can be interconnected by any form or medium of
digital data communication (e.g., a communication network).
Examples of communication networks include a local area network
("LAN"), a wide area network ("WAN"), and the Internet.
[0089] The computing system can include clients and servers. A
client and server are generally remote from each other and
typically interact through a communication network. The
relationship of client and server arises by virtue of computer
programs running on the respective computers and having a
client-server relationship to each other.
[0090] Other embodiments may be within the scope of the following
claims.
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